401(k) · DOL Form 5500 · 2022

Calfee Halter & Griswold, LLP 401(k) Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
242
Participants Below avg headcount
95th
Percentile by assets National rank
$753,591
Avg per participant High balance/head
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Official DOL plan name: Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · Sponsored by Calfee Halter & Griswold, LLP · Ohio · Professional & Technical Services

$182M in assets, 242 participants

Calfee Halter & Griswold, LLP's Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported $182M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #20,787 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan covers 242 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $182M.

#20,787
in Professional & Technical Services (21,562 peers)
-14.7%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's outsized position by total assets

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$182,369,137 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan sits mid-pack in the medium band (242 participants).

Published 5500 schedule card

Filing strip 340732302 · Calfee Halter & Griswold, LLP PY 2022 · 401(k)

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · $182M · 242 · 95th

  • 5500 $182M
  • 5500 242
  • 5500 95th
  • 5500 401(k)
  • 5500 near Am/Ns Calvert LLC 401(k) Plan
  • 5500 ind #20787

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Ohio →

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan in the asset neighbourhood

The Alamo Group (USA) Inc. 401(k) Retirement and Savings PlanThe Alamo Group (USA) Inc. 4…$183MCfa Institute 401(k) Plan$183MCalfee, Halter & Griswold LLP Profit Sharing Trust and PlanCalfee, Halter & Griswold LL…$182MAm/Ns Calvert LLC 401(k) Plan$182MNetsmart Technologies, Inc. 401(k) PlanNetsmart Technologies, Inc. …$182M
End-of-year total assets ($M) among Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$182M
Net Income-$31M
Employer EIN340732302
Plan Effective Date1968-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calfee Halter & Griswold, LLP)

Sponsor-wide plan assets over time

All Calfee Halter & Griswold, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$209M 14.630095003410581% vs 2022
2024 filing year
$170M$180M$190M$200M$210M$220M 202220232024 $182M $209M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 242 $182M
2023 1 218 $191M
2024 1 215 $209M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan, Total assets ($B): 0.182369137 · Participants: 242Calfee, Halter & Griswold LLP Profit Sharing Trust and PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan side-by-side with 3 peers →

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Am/Ns Calvert LLC 401(k) Plan in AL ($182M); by covered participants it is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($182M here).

Similar participant headcount

Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan assets move in 2022? ▼
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan pulled back noticeably - down 14.7% during 2022, from $214M to $182M. Reported net income was -$31M.
How have Calfee Halter & Griswold, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calfee Halter & Griswold, LLP's sponsor-wide assets grew 14.6%, from $182M to $209M.
Where does Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan rank by assets among Form 5500 filers? ▼
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan? ▼
Among 401(k) plans in other states, the closest by assets is Am/Ns Calvert LLC 401(k) Plan in AL ($182M, 1,865 participants).
Which 401(k) plans cover a similar participant headcount to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340732302.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.